KMWM
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Keudell/Morrison Wealth Management’s Transocean RIG Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.9K Hold
10,000
– – 0.01% 255
2026
Q1 		$66.3K Hold
10,000
– – 0.01% 241
2025
Q4 		$41.3K Buy
+10,000
New +$38.8K 0.01% 232
2025
Q2 		$38.9K Buy
+15,000
New +$38.7K 0.01% 228
2022
Q1 		– Sell
-10,752
Closed -$30K – 196
2021
Q4 		$30K Sell
10,752
-500
-4% -$1.7K 0.01% 187
2021
Q3 		$43K Buy
+11,252
New +$40.9K 0.02% 173

Other funds holding RIG

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Keudell/Morrison Wealth Management's RIG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Transocean (RIG) position steady in Q2 2026 at 10,000 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Keudell/Morrison Wealth Management first reported a position in RIG in Q3 2021 and has held it in 6 quarters since. The position peaked at $66.3K in Q1 2026. 63 funds tracked by Wall St. Rank hold RIG as of Q2 2026.

  • Keudell/Morrison Wealth Management held 10,000 shares of Transocean worth $48.9K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Transocean share count unchanged in Q2 2026.
  • Transocean made up 0.01% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Keudell/Morrison Wealth Management first reported a position in Transocean in Q3 2021 and has held it in 6 quarters since.
  • Keudell/Morrison Wealth Management's Transocean position peaked at $66.3K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Transocean as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.